OpenAI adds AMD as chip partner, ChatGPT evolves into an app hub

OpenAI on Monday struck a multi-year deal with AMD to supply chips and build AI data-center capacity, beginning with 1 gigawatt (GW) of Instinct MI450 GPUs in the second half of 2026 and growing to 6GW.

This strategic alliance will directly compete with chip leader Nvidia. 

The announcement comes weeks after Nvidia committed $100 billion to the ChatGPT-maker. Oracle and SoftBank have also partnered for five data centers under Stargate.

​“We are thrilled to partner with OpenAI to deliver AI compute at a massive scale,” said Lisa Su, chair and CEO, AMD. “This partnership brings the best of AMD and OpenAI together to create a true win-win, enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”

Calling the partnership a “true win-win for both,” the two will deepen multi-generational hardware and software collaboration, starting with the MI300X and continuing with the MI350X series.

“This partnership is a major step in building the compute capacity needed to realize AI’s full potential,” said Sam Altman, co-founder and CEO of OpenAI. 

Additionally, OpenAI will receive warrants for up to 160 million shares of AMD common stock, which will be awarded in phases.  

At DevDay, Sam Altman introduced AgentKit, a toolset to help developers and enterprises build, deploy, and optimize AI agents. OpenAI is also expanding evaluation features, including datasets, trace grading, automated prompt optimization, and third-party model support, to improve agent performance.

ChatGPT users will soon access third-party apps such as Booking.com, Spotify, Figma, Canva, Coursera, Expedia, and Zillow without leaving the chat window, using ChatKit.

ChatKit lets developers embed custom chat-based agents seamlessly into apps and websites.

With ChatKit, Canva said it saved over two weeks building a developer support agent and integrated it in under an hour.

“This support agent will transform the way developers engage with our docs by turning it into a conversational experience, making it easy to build apps and integrations on Canva,” the company said in the blog.

Meanwhile, a recent wave of deals and partnerships is escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions, Bloomberg reported.

Nvidia agreed two weeks ago to invest up to $100 billion in OpenAI to fund a massive data-center buildout, with OpenAI committing to fill those sites with Nvidia chips. This week’s AMD pact echoes that structure, positioning OpenAI to become one of AMD’s largest shareholders through staged warrants.

The report also pointed to OpenAI’s sprawling cloud buildout with Oracle under Stargate, a separate agreement that ties capacity expansion to chip spending across the ecosystem.

Analysts said such overlapping arrangements bind company fortunes together and can inflate valuations, especially if monetization lags usage.